See this guide for how to mark an employee as a leaver - https://support.sense.hr/how-to-process-a-leaver
After marking an employee as a leaver, the leaver workflow will notify the Administrators in the system via email and a To-Do task.
Below is a screenshot of the email that will be sent. The email will include:
Leaver's name
Last day of employment
Reason for leaving
Calculation of the leaver's pro-rata entitlement.
Note: So that the system can correctly calculate the entitlement, please ensure the main system settings are updated to your correct full time entitlement in both days and hours:
To find these settings:
Go to the main settings
Select Calendar and Planner
These settings are within the General tab
If you wish to use the figure for the pro-rata entitlement, please update the Leavers entitlement within the planner to match this, once you've updated the entitlement, you can see the remaining leaver entitlement.
Administrators can manually amend the entitlement from the leavers planner by clicking the 'Edit' icon next to the entitlement:
The system will also generate and assign the Offboarding Checklist To Do to the administrators:
1. Click the To Do to open the details:
2. To view all the subtasks, select the arrow on the To Do:
3. You can then mark each of the subtasks as 'in progress' or completed using the three dots on the right side:
Once you start to complete the tasks, you will see the overall progression bar at the top start to move.
As an administrator you will always be able to track and view the status of all leaver process tasks via the 'To Do's' section under 'All To Do's'.